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Mastercard

3,468 hedge funds and large institutions have $446B invested in Mastercard in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,413 increasing their positions, 1,342 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,468
Holders Change
+31
Holders Change %
+0.9%
% of All Funds
46.48%
Holding in Top 10
337
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-10.37%
% of All Funds
4.52%
New
211
Increased
1,413
Reduced
1,342
Closed
116
Calls
$3.08B
Puts
$4.68B
Net Calls
-$1.6B
Net Calls Change
-$1.04B
Name Holding Trade Value Shares
Change
Shares
Change %
TC
3401
Tacita Capital
Ontario, Canada
$21.4K
BFP
3402
Briaud Financial Planning
Texas
$21K +$21K +38 New
RF
3403
Robbins Farley
New Hampshire
$20.2K
WCM
3404
Westend Capital Management
California
$19.7K
NECFA
3405
New England Capital Financial Advisors
Connecticut
$19.3K
VWM
3406
Vermillion Wealth Management
Minnesota
$19.2K
FWM
3407
FSA Wealth Management
Massachusetts
$18K
TLA
3408
Tanglewood Legacy Advisors
Texas
$17.5K
BI
3409
Binnacle Investments
Iowa
$17.4K +$3.37K +6 +24%
CWM
3410
Centricity Wealth Management
Ohio
$16.9K
BHWM
3411
Bay Harbor Wealth Management
Maryland
$16.3K +$8.43K +15 +107%
MFT
3412
Moisand Fitzgerald Tamayo
Florida
$15.7K
MAFA
3413
MJT & Associates Financial Advisory
Minnesota
$15.7K
GK
3414
Graney & King
New York
$15.2K
WTFG
3415
Wood Tarver Financial Group
Idaho
$15K
CAC
3416
Core Alternative Capital
Georgia
$14.6K
CJH
3417
Christopher J. Hasenberg
Wisconsin
$13.5K
CWM
3418
CarsonAllaria Wealth Management
Illinois
$13.4K
KHC
3419
Koesten Hirschmann & Crabtree
Kansas
$13.1K +$13.1K +23 New
OBWP
3420
O'Brien Wealth Partners
Massachusetts
$12.4K -$48.9K -87 -80%
FPF
3421
First Pacific Financial
Washington
$12.4K -$4.5K -8 -27%
DI
3422
DAGCO Inc
Ohio
$12.4K
SIA
3423
Sit Investment Associates
Minnesota
$12K
LIM
3424
Longfellow Investment Management
Massachusetts
$11.8K +$1.69K +3 +17%
FA
3425
Financial Avengers
California
$11.5K +$549 +1 +5%